Filed October 20, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,085 | $115,770-76.6% | $101,248-73.2% | $158,922-83.0% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 36.12% | 56.14%-20.0pp | 46.47%-10.4pp | 302.83%-266.7pp |
| Employer contribution / active EE | $6,036 | $4,175+44.6% | $3,660+64.9% | $4,761+26.8% |
| Participant deferral / active EE | $7,777 | $4,957+56.9% | $4,370+78.0% | $5,982+30.0% |
| Admin fee / account holder | $81 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |